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iShares Lehman Aggregate Bond shares owned by HCR Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by HCR Wealth Advisors from 13F filings

Historical chart of HCR Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $379k 3.8k 99.88
2023-06-30 $200k 2.0k 97.95
2022-06-30 $200k 2.0k 101.57
2022-03-31 $226k 2.1k 107.16
2021-12-31 $252k 2.2k 114.18
2021-09-30 $258k 2.2k 114.97
2021-06-30 $278k 2.4k 115.40
2021-03-31 $284k 2.5k 114.01
2020-12-31 $281k 2.4k 118.27
2020-09-30 $276k 2.3k 118.00
2020-06-30 $323k 2.7k 118.14
2020-03-31 $313k 2.7k 115.33
2019-12-31 $262k 2.3k 112.30
2019-09-30 $259k 2.3k 112.71
2017-09-30 $267k 2.4k 109.65

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)
iShares Core S&P 500 ETF Etf (IVV)
Alphabet Common Stock (GOOGL)
Microsoft Common Stock (MSFT)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
iShares Core S&P Small-Cap ETF Etf (IJR)
Meta Platforms Common Stock (META)
Palo Alto Networks Common Stock (PANW)
Amazon.Com Common Stock (AMZN)

View all positions for HCR Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond